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OAR FINANCIAL
One Town Place
Suite 200
Bryn Mawr, Pennsylvania 19010
Tel: 833-662-6346
About OAR FINANCIAL
OAR FINANCIAL, formally registered with the SEC as OAR FINANCIAL. The firm was established in 10/14/2011. They have over 1 offices throughout the country.
OAR FINANCIAL is a Bryn Mawr, Pennsylvania based Financial Planning firm with nearly $112,616,089 assets under management, offering retirement planning & investment advisory services to 41 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158989 |
| SEC# | 801-72726 |
| Assets Managed by Firm | $112,616,089 |
| No. of Clients | 41 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (OUTSOURCED CIO SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 41 | $112,616,089 |
| High net worth individuals | 29 | $16,916,807 |
| Charitable organizations | 10 | $94,165,454 |
| Corporations or other businesses | 1 | $40,380 |
More Retirement Planning firms in Bryn Mawr, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $333,066,527,268 | 804462 | 2107 | |
| $194,796,322,013 | 93301 | 411 |
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